Weekend Must Reads: Polevikov on Walmart’s Ninth Try At Health with General Medicine, Zitron on the Collapse of the AI Bubble

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More questions for Oracle as VA doctors and dentists question EHR rollout safety, demand a pause; Oracle’s $20B AI building raise

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Rounding up the funding and M&A action of early Q4–plus CVS’ split, Anthropic’s IPO

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IPOs, IPOs–Oura’s stalls out, Anthropic’s restarts, possibly mid-November. To everyone’s amazement!

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Developing: Walgreens’ Sycamore Partners owner on final approach to sell Boots operation to Canada’s Weston family for ~$9B

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Perspectives: What Meta’s settlement reveals about youth mental health, access shortages, and where telehealth can support pediatricians

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Perspectives: Digital Health Capital Keeps Rewarding What Patients See, Not What Keeps Companies Alive

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